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Archive for August, 2017

Are Charities and Financial Advisors at War?

Posted August 2nd, 2017

By Robert F. Sharpe, Jr. How charities and advisors can work together for the benefit of all. During a recent presentation to a group of educational fund development executives, a representative of a leading university made the following observation: “Nonprofits are at war with the financial world, and we are losing!” This, understandably, sparked a …Read More

Planning Your Year-End Fundraising Calendar

Posted August 2nd, 2017

As was reported in the July issue of Give & Take, several studies of philanthropic giving in 2016 reported what many fundraisers already knew from experience—that the last three months of the year are the busiest for fundraising. Why do people tend to give more at year-end? Many donors rush to make gifts before the …Read More

Lunch With Warren Buffett? Priceless.

Posted August 2nd, 2017

Or is it? As recently reported in The Wall Street Journal, the winning bid in the annual auction for a Power Lunch with billionaire investor Warren Buffett was $2.7 million. For the last 18 years, Buffett has annually auctioned off his time to raise funds for the San Francisco charity GLIDE, which provides food, healthcare …Read More

Moral and Ethical Quandaries in Charitable Giving

Posted August 2nd, 2017

By Jon Tidd, Esq. Working with a donor to structure a gift can often require more than gift planning knowledge; it sometimes involves using one’s moral compass. Ethics and charitable giving: Like trying to put your arms around a skyscraper, the subject is much too large and complex to easily comprehend. Consider the ethical dilemmas …Read More

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